Ameritas Investment Company’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.89M | Buy |
36,359
+29,829
| +457% | +$1.55M | 0.09% | 179 |
|
|
2021
Q2 | $1.77M | Buy |
6,530
+227
| +4% | +$61.6K | 0.09% | 196 |
|
|
2021
Q1 | $323K | Sell |
6,303
-16,030
| -72% | -$821K | 0.03% | 444 |
|
|
2020
Q4 | $1.2M | Buy |
+22,333
| New | +$1.2M | 0.23% | 103 |
|
|
2020
Q2 | – | Sell |
-7,188
| Closed | -$371K | – | 362 |
|
|
2020
Q1 | $371K | Buy |
7,188
+7,072
| +6,097% | +$365K | 0.06% | 234 |
|
|
2019
Q4 | $6K | Sell |
116
-483
| -81% | -$25K | ﹤0.01% | 774 |
|
|
2019
Q3 | $31K | Buy |
+599
| New | +$31K | 0.01% | 791 |
|
|
2019
Q2 | – | Sell |
-22,755
| Closed | -$1.13M | – | 242 |
|
|
2019
Q1 | $1.13M | Buy |
22,755
+21,577
| +1,832% | +$1.08M | 0.21% | 95 |
|
|
2018
Q4 | $57K | Buy |
+1,178
| New | +$57K | 0.01% | 542 |
|